Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,327,145
-$678,046 QoQ
Shares Held
21,238
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#769
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026McMillan Office, Inc. holds $6,574,023 across 11 Software - Application names. CRM ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
21,238 | $3,327,145 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,827 | $1,752,856 | |
| 3 | PAYX |
Paychex Inc
|
5,687 | $559,202 | |
| 4 | ADBE |
Adobe Inc.
|
2,425 | $497,173 | |
| 5 | ROP |
Roper Technologies Inc
|
485 | $164,119 | |
| 6 | ADSK |
Autodesk, Inc.
|
800 | $155,536 | |
| 7 | LYFT |
Lyft, Inc.
|
5,850 | $85,468 | |
| 8 | SHOP |
Shopify Inc.
|
150 | $17,127 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,327,145 | 21,238 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,005,191 | 21,456 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,615,032 | 21,196 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||